AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.5M
3
+$1.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.25M

Top Sells

1
+$818K
2
+$427K
3
+$343K
4
CSCO icon
Cisco
CSCO
+$300K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$297K

Sector Composition

1 Technology 14.84%
2 Healthcare 8.46%
3 Industrials 6.72%
4 Financials 6.6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.09%
3,182
177
$332K 0.09%
4,113
-125
178
$321K 0.09%
+11,387
179
$319K 0.09%
644
180
$316K 0.09%
1,600
181
$305K 0.08%
5,828
+474
182
$305K 0.08%
1,113
+222
183
$303K 0.08%
3,760
184
$302K 0.08%
6,080
185
$299K 0.08%
9,085
186
$298K 0.08%
7,131
-1,825
187
$296K 0.08%
7,540
188
$293K 0.08%
+909
189
$288K 0.08%
+5,650
190
$286K 0.08%
2,446
-481
191
$286K 0.08%
1,679
192
$284K 0.08%
2,099
-217
193
$280K 0.08%
775
194
$277K 0.08%
4,834
195
$276K 0.08%
3,125
-9,251
196
$274K 0.08%
2,039
197
$273K 0.08%
9,660
198
$268K 0.07%
1,339
199
$267K 0.07%
1,956
-20
200
$264K 0.07%
1,958
6 7
8
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